Quarterly Investor Letter: Q3 2025
Despite sticky inflation and cooling labor data, Q3 delivered robust returns for stocks and bonds. Wespath’s latest Quarterly Investor Letter breaks down market performance, Fed policy shifts and other key headlines. CIO Johara Farhadieh and the investment team also highlight our latest fund launch, the release of our Sustainable Investment Report and more news from inside Wespath.
As Your OCIO Provider, We've Got You Covered
Our team takes on the rigors of investment management while always striving to maintain your core values and advance your financial goals.
New Report Highlights How Wespath Advances Values-Based Investing
Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This report includes recent highlights, including Wespath’s work on affordable housing, climate change, human rights and more!
Wespath CIO Johara Farhadieh Named a 2025 Influential Woman in Institutional Investing.
Wespath’s Johara Farhadieh has been selected as one of Pensions & Investments’ 2025 Influential Women in Institutional Investing honorees. The list honors exceptional women investment professionals whose leadership and insight are shaping the future of the industry.
Quarterly Investment Performance Report
The WII Quarterly Investment Report features quarterly performance and attribution information for the I Series funds.
Updates and news on Wespath company news, funds, shareholder engagement and advocacy.
This report details our latest work on affordable housing, climate change, human rights and more!
White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
